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Phoenix Wealth Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

Phoenix Wealth Advisors’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
30,258
+86
+0.3% +$2.65K 0.39% 52
2026
Q1 		$758K Sell
30,172
-878
-3% -$24.1K 0.3% 64
2025
Q4 		$946K Sell
31,050
-25
-0.1% -$827 0.36% 57
2025
Q3 		$1.09M Buy
31,075
+172
+0.6% +$5.96K 0.42% 50
2025
Q2 		$1.15M Sell
30,903
-303
-1% -$10.4K 0.48% 49
2025
Q1 		$1.01M Buy
31,206
+6,135
+24% +$207K 0.44% 49
2024
Q4 		$805K Sell
25,071
-27
-0.1% -$875 0.35% 58
2024
Q3 		$777K Buy
25,098
+96
+0.4% +$2.86K 0.36% 59
2024
Q2 		$740K Sell
25,002
-258
-1% -$7.4K 0.37% 61
2024
Q1 		$751K Buy
25,260
+5,994
+31% +$180K 0.46% 56
2023
Q4 		$550K Buy
19,266
+1,142
+6% +$29.5K 0.38% 50
2023
Q3 		$440K Buy
18,124
+3,908
+27% +$94.9K 0.26% 52
2023
Q2 		$345K Buy
+14,216
New +$328K 0.2% 73

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Phoenix Wealth Advisors's BUG Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Global X Cybersecurity ETF (BUG) stake by 0.29% in Q2 2026, buying an estimated $2.65K and bringing the position to 30,258 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #52.

Phoenix Wealth Advisors first reported a position in BUG in Q2 2023 and has held it in 13 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Phoenix Wealth Advisors held 30,258 shares of Global X Cybersecurity ETF worth $1.16M as of Q2 2026.
  • Phoenix Wealth Advisors bought 86 Global X Cybersecurity ETF shares in Q2 2026, an estimated $2.65K.
  • Global X Cybersecurity ETF made up 0.39% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Phoenix Wealth Advisors first reported a position in Global X Cybersecurity ETF in Q2 2023 and has held it in 13 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.